Organize Documents in Docs section | Scribe

    Organize Documents in Docs section

    • Iris |
    • 55 steps |
    • 5 minutes

    Rename Documents

    1
    Click the document.
    2
    Click "..."
    3
    Click "[[Rename]]"
    4
    Click the "Filename"
    5
    Type new file name and Click "[[Rename]]"
    6
    Rename all documents that were sent by client (ID, Health Insurance, Insurance, Hospital Bill, Hospital Discharge paper, CL/Def PD pictures, BI pictures, etc) and add it to the correct folder.
    Rename all documents that were sent by client (ID, Health Insurance, Insurance, Hospital Bill, Hospital Discharge paper, CL/Def PD pictures, BI pictures, etc) and add it to the correct folder.

    Correspondence

    7
    Select faxed LORs and any generated letters.
    8
    Click the arrow icon to move documents.
    9
    Select "**[[Correspondence]]**"
    10
    Click "[[Move Docs]]"

    Evidence

    11
    Select any evidence like; client's/ defense identification, health insurance, car registration, defendant's/ client's vehicle insurance card, Property Damage Estimate, Police Report, any defendant's or client's information.
    Select any evidence like; client's/ defense identification, health insurance, car registration, defendant's/ client's vehicle insurance card, Property Damage Estimate, Police Report, any defendant's or client's information.
    12
    Click "**[[Rhombus]]**"
    13
    Select "**[[Evidence]]**"
    14
    Click "[[Move Docs]]"

    Photos

    15
    Select PD (property damage) pictures
    Select PD (property damage) pictures
    16
    Click "**[[Rhombus]]**"